DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

Kaleb Matthew Burns

Advisor at INDEPENDENCE SQUARE HOLDINGS, LLC

KING OF PRUSSIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e5df95c-0b62-7ecb-3667-e89aad0a33bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INDEPENDENCE SQUARE HOLDINGS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 27, 2010
First registration: Apr 24, 2013
Dual registered: yes, broker-dealer
Other names: KALEB M BURNS
IAPD individual key: 5791663

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEPENDENCE SQUARE HOLDINGS, LLC	Independent wealth	Aug 11, 2022	n/a	yes	KING OF PRUSSIA, PA	Current employment
ISQ CAPITAL	No RAUM reported	Feb 18, 2026	Mar 4, 2026	no	KING OF PRUSSIA, PA\|Elizabethtown, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jan 12, 2015	Jul 3, 2020	no	MONROEVILLE, PA\|MIDDLETOWN, PA\|HARRISBURG, PA\|HARRISBURG, PA\|CAMP HILL, PA\|MIDDLETOWN, PA\|MONROEVILLE, PA\|HARRISBURG, PA\|HARRISBURG, PA\|HARRISBURG, PA\|COLUMBUS, OH\|MIDDLETOWN, PA\|CAMP HILL, PA\|HARRISBURG, PA\|MIDDLETOWN, PA\|MONROEVILLE, PA	Previous registration
SANTANDER SECURITIES	Bd affiliated wealth	Apr 18, 2014	Jan 13, 2015	no	Hershey, PA\|HARRISBURG, PA\|Harrisburg, PA\|HARRISBURG, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Apr 24, 2013	Apr 1, 2014	no	HARRISBURG, PA\|SHIPPENSBURG, PA\|HARRISBURG, PA\|CARLISLE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ISQ CAPITAL	n/a	Mar 4, 2026	n/a	n/a	Departure no registered destination	Departure
CITIZENS SECURITIES, INC.	INDEPENDENCE SQUARE HOLDINGS, LLC	Jul 3, 2020	Aug 11, 2022	769	Firm change after gap	Ibd to RIA
SANTANDER SECURITIES	CITIZENS SECURITIES, INC.	Jan 13, 2015	Jan 12, 2015	-1	Firm change	Other
CITIZENS SECURITIES, INC.	SANTANDER SECURITIES	Apr 1, 2014	Apr 18, 2014	17	Firm change	Other

Relationships

Registered with (4)

→ INDEPENDENCE SQUARE HOLDINGS, LLCRegistered adviserregistration: current employment
Aug 11, 2022 to presentfactForm ADV
→ ISQ CAPITALRegistered adviserregistration: previous registration
Feb 18, 2026 to Mar 4, 2026factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jan 12, 2015 to Jul 3, 2020factForm ADV
→ SANTANDER SECURITIESRegistered adviserregistration: previous registration
Apr 18, 2014 to Jan 13, 2015factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor departed, no destination yet
Kaleb Matthew Burns no longer registered at Isq Capital; no later IA registration on IAPD
Form ADVobserved 5 days ago